Workflow Management Software

Having a great project management workflow software helps you and your team to complete tasks and projects quicker and better while employees are more productive and motivated.

What is workflow management software?

A workflow management software is a software that’s specially designed to improve how the day-to-day workings of a given team are managed, leading to increased and better-quality output, eliminating redundancies, and enhancing the team dynamics.


Easy to set up and use

Getting the job done – efficiently and flawlessly - is the key. Team leaders and managers cannot use up all of their time trying to figure out how to create workflows and task guides.

A management software for workflows like Bitrix24 allows you to create processes using simple lines and linear task templates and checklists, while, like a graceful swan, keeping all the furious pedaling (workflow management complexities) in the background. The same is true with forms. Designing, creating, and filling out workflow forms is as quick and easy as drag and drop, code-free, and no fuss. From leave requests to charting tasks dependencies and even task counters, everything is smooth flowing.


On the Cloud or on premise

It’s not all about being able to access files from anywhere in the world. It’s taking your security and privacy to the next level by being able to grant or restrict access to projects and files in compliance with regulations wherever clients and customers are based. It’s about being able to combine your workflows with other cloud-based apps for added efficacy.

Cloud-based file storage and management is the best option if you want a fully collaborative effort from your team on each and every project. Bitrix24’s workflow management software allows you to choose between the cloud and on-premise, depending on your preference, while offering the same level of protection and accessibility for all your files, forms, and workflows.


Concise and reliable reporting tools

Part of workflow management is having access and being able to study reports that will help you determine which areas need improvement in terms of productivity, timeliness, and efficiency, among other things. From there, you can adjust your goals or ETA for project completion, giving you enough time to better manage your clients’ and customers’ expectations. Adjust project timelines or task dependencies, or even roles for future tasks based on the current trend.

Bitrix24’s workflow management software affords you a better view of potential roadblocks and blind spots that show your workflow needs updating. You can also see which members of your team need help with their tasks, helping you create a well-run workflow.


Roles and task dependencies

Being able to assign task roles to members of your team help create a sense of responsibility and accountability in the way they approach a project. Same with task dependencies and task automations since they show how one project or task is completed within a certain amount of time affects the upcoming one.

Bitrix24’s workflow management software not only allows you to do all of these things on tasks but it also lets you establish dependencies within tasks so you can track which ones need to be done first and quickly. You also have the option to create fully customizable Gantt charts for easy tracking of tasks and subtasks. You can also create Kanban boards so you can better visualize a project as you plan and complete it.


Keeping time of tasks

You can have different projects open at one time, and as a manager, you need to be able to see which of them are on track to be finished on time and which ones need some adjustment. Deliver what you promised by sticking to your timeline and project completion date without fail.

Track how much time is spent on a particular task and tasks are incorporated into the team calendar with Bitrix 24’s workflow management system. You can also view project statuses, have engaging discussions among team members, and create projects in the Extranet so your clients can join in and collaborate.


Enterprise application integration

To be really effective, a project management workflow software should allow you to set it up so it’s incorporated with other cloud apps and tools. Important project-specific documents, expense reports, request forms, calendars, and contacts, along with many others should be easily and readily accessible from your workflow to your CRM, email, and more.

Unify all of your apps with your workflow very easily with Bitrix24’s workflow management system. This is essential if you want seamless flow between your projects and all the apps that you need to complete them.


Open communication

Discussions – the key ingredient to any productive team effort – should always be free-flowing and accessible, whether it’s through social networks like Facebook or somewhere more secure such as private messages.

Bitrix24’s workflow management software has the Activity Stream, which is an interactive update feed where you can have real-time updates on the goings-on about projects and tasks while allowing you to freely communicate and collaborative discussions with teammates.


Freedom to decide

Like any savvy manager, you want to be sure something is exactly what you need before committing to an acquisition. You should be able to sample the goods, so to speak, before ultimately deciding to upgrade so you have access to more tools and functionalities.

Give Bitrix24’s free workflow management system a try and see how it unclogs bottlenecks in your processes and creates a more streamlined method for managing and completing projects, collaboration with clients, and communication among team members.




* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

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Basic Features

  • Unlimited users free
  • Ready to use in 30 seconds
  • Minimal setup
  • Company structure
  • Templates
  • Default and custom BP
  • Cloud and self hosted
  • iOS and Android apps
  • API and open-source code available

Business Process Management

  • BP in the HR system
  • Leave requests
  • Business trips
  • Expenses, purchase and other forms
  • General helpdesk
  • Absence charts
  • Clocking
  • Task management tools
  • CRM tools
  • Online shop automation

Task Automation

  • Task creating triggers from BP
  • Recurring tasks
  • Templates
  • Interval or event recurring tasks
  • Task secuences 
  • Task dependencies
  • Learn more

Document Management

  • Document sharing and processing
  • Configurable access permissions (creation, editing, viewing, publishing)
  • Time and password restricted sharing
  • Download links with permissions
  • Integrations with Dropbox, Google Drive and OneDrive 

Collaboration and Communication

  • Knowledge management
  • Company structure
  • HR tools
  • Project and workgroups
  • Clocking in/out, time management
  • Unlimited free task management
  • Workload management
  • Calendars and scheduling
  • Learn more

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
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